Financial Service Representative (FSR) II (US) - Quincy, MA

06 May 2024

Vacancy expired!

362607BRJob Title:Financial Service Representative (FSR) II (US) - Quincy, MATD Description:About TD Bank, America's Most Convenient Bank®TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBankUS .TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com .Auto req ID:362607BRCountry:United StatesJob Requirements:Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store

Conducts needs-based conversations and offers financial solutions to meet our Customers' needs

Makes quality referrals to appropriate partners

Responsible for meeting individual performance metrics

Responsible for making sound decisions and timely problem resolution

Partners with Store Leadership to achieve Store performance metrics

Proactively reaches out to Customers to deepen relationships through needs-based conversations

Meets with customers and prospects to develop understanding of other financial objectives and needs. Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales

Maintains strong product and sales knowledge and champions core service values. Provides guidance and training to less experienced staff

Contributes to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction

Hours:40 hours including weekendsJob Description:The Financial Service Representative (FSR) II is an Insurance licensed employee, providing Customers with additional products and services and acting as wealth referral champion for the Store. The Financial Service Representative (FSR) II is required to maintain active Life license in the state in which they reside. The Financial Service Representative (FSR) II is the Sales Leader in their Store and is the primary contact and resource for multitude of products and services, with primary focus on basic investment needs for Customers. FSRs need to provide consistent, exemplary Customer Service by providing Advice concerning a wide range of investment products, banking products and services to new and existing Customers. FSRs need to show exceptional relationship building skills as well as have an aptitude for identifying needs and presenting appropriate solutions for those needs. Good verbal and communication skills needed. Success in this position is an excellent career path within the TD Bank structure.Inclusiveness:At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.Province/State:MassachusettsCity:QuincyQualifications:HS Diploma or GED required, 2-year degree preferred

2+ years of related experience required

Advanced knowledge of retail banking products and services

Sales skills with the ability to influence Customers

Excellent Customer Service and relationship building skills

Excellent written and verbal communication skills

Advanced knowledge of retail investment industry

Advanced knowledge of entire Wealth Suite of Products and partners

Demonstrated effective problem-solving skills

Demonstrated ability to schedule and prioritize work

Demonstrated ability to work independently and within deadlines

Ability to train less experienced team members

Completes online regulatory training requirements

Strong PC skills

Notary license (Preferred)

Ability to provide community services, including, but not limited to, Financial Education classes

Work Location:516 Adams StreetBusiness Line:TD Bank AMCBJob Category - Primary:Retail Banking - Financial ServicesJob Category(s):Retail Banking - Financial ServicesProvince/State (Primary):MassachusettsCity (Primary):QuincyJob Family:Retail Sales & ServiceTime Type:Full TimeEmployment Type:RegularFederal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Full-time
  • ID: #40368669
  • State: Illinois Western IL 62301 Western IL USA
  • City: Western IL
  • Salary: USD TBD TBD
  • Showed: 2022-05-06
  • Deadline: 2022-07-05
  • Category: Et cetera